CFA Institute

DECEMBER 21, 2018

It is common knowledge that all forecasts are wrong, but many investors still think forecasting one-year stock returns is a useful exercise, Joachim Klement, CFA, writes.

Forecasting 52

Forecasting Financial Analysis Economics Investments 52

Future CFO

JULY 15, 2024

Finance leaders say GenAI will have the most impactful use case in forecast/budget variance explanations, anticipating revenue/spend data classification and management reports as the next most impactful use cases for GenAI in finance.

Finance 97

Finance Financial Analysis Budgeting Forecasting 97

Spreadym

JUNE 6, 2023

Financial forecasting refers to the process of estimating or predicting future financial outcomes and performance based on historical data, trends, and assumptions. Financial forecasting is a critical aspect of financial planning and decision-making for businesses, organizations, and individuals.

Forecasting 52

Forecasting Budgeting Planning Financial Modeling 52

E78 Partners

JULY 19, 2023

As we approach the planning cycle for 2024, organizations are recognizing the immense value of harnessing the power of forecasting, planning, and analytics (FP&A). Through insightful financial analysis and trend forecasting, we offer invaluable insights that drive performance and ensure financial stability.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Forecasting Planning Budgeting 52

CFO Talks

DECEMBER 3, 2024

Tools like cloud accounting systems, AI-driven financial analysis, and automated reporting not only reduce costs but also improve efficiency and accuracy. For instance, using automated invoicing software could save hours of manual work, enabling your team to focus on higher-value tasks like analysing trends or forecasting.

CFO 84

CFO Financial Analysis Invoicing Economics 84

Centage

JANUARY 3, 2023

Planning Maestro allows you to make decisions more confidently and faster through streamlined financial planning. The software offers users an accurate way to plan, budget, forecast, and communicate financial performance. Connect With the Professionals at Centage Corporation Today.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) General Ledger Budgeting Forecasting 98

Spreadym

OCTOBER 3, 2023

Financial Planning and Analysis (FP&A) candidates are professionals who specialize in financial planning, budgeting, forecasting, and analysis within an organization. They play a critical role in helping companies make informed financial decisions and allocate resources effectively.

Financial Planning and Analysis (FP&A) 59

Financial Planning and Analysis (FP&A) Financial Analysis Financial Modeling Budgeting 59

Spreadym

APRIL 27, 2023

Financial analysis and planning (or FA&P) software is a type of business software that helps companies manage their finances and operational activity by analyzing financial data and providing tools to plan, forecast and make budgets for efficient business growth.

Financial Analysis 52

Financial Analysis Tax Planning Budgeting Forecasting 52

Cube Software

JULY 10, 2024

Exciting update: Cube shines in G2’s Summer Report Cube has been listed as one of the top FP&A platforms across several disciplines, including Budgeting and Forecasting , Corporate Performance Management , Financial Close , and Financial Analysis.

Financial Analysis 52

Financial Analysis Budgeting Forecasting 52

CFO Network

SEPTEMBER 17, 2021

Have the proper CFO for your company can often be the difference between whether or not you are able to accurately implement your financial analysis. The primary benefit an outsourced CFO can provide is helping with forecasting, budgeting, and similar financial needs. Not quite sure if it’s right for you?

CFO 96

CFO Financial Analysis Budgeting Forecasting 96

Cube Software

SEPTEMBER 27, 2024

This just in: Cube stands out in G2's Fall Report Cube has been listed as one of the top FP&A platforms across several disciplines, including Budgeting and Forecasting , Corporate Performance Management , Financial Close , and Financial Analysis.

Financial Analysis 52

Financial Analysis Budgeting Forecasting 52

Cube Software

APRIL 4, 2024

This just in: Cube receives high praise in G2’s Spring Report Cube has been listed as one of the top FP&A platforms across several disciplines, including Budgeting and Forecasting , Corporate Performance Management , Financial Close , and Financial Analysis.

Financial Analysis 52

Financial Analysis Budgeting Forecasting 52

Centage

JANUARY 17, 2023

If, on the other hand, the office of finance has access to reporting and analytics tools with their accounting software that collates financial data from across the business, the financial analysis of the reasons for a positive or negative variance becomes clearer.

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Budgeting Planning Forecasting 98

The Finance Weekly

JULY 19, 2022

FP&A software assists CFOs, finance leaders, and FP&A experts in ensuring the financial health of their organization by tracking and analyzing current outcomes and forecasting future performance. Planful is a cloud-based financial planning and analysis software platform that focuses on continuous planning.

Financial Planning and Analysis (FP&A) 96

Financial Planning and Analysis (FP&A) Forecasting Budgeting Planning 96

CFO Talks

FEBRUARY 2, 2024

In the evolving role of a Chief Financial Officer (CFO), mastering risk management, budgeting, and forecasting tools is crucial. These competencies not only strengthen the financial backbone of an organisation but also prepare it to navigate through uncertainties and market volatility.

CFO 52

CFO Risk Management Strategic Planning Forecasting 52

Cube Software

JUNE 26, 2023

The results are in: Cube receives multiple #1 rankings in G2’s Summer Report Cube’s G2 badges were earned across several disciplines, including Corporate Performance Management (CPM) , Financial Close , Financial Analysis , and Budgeting and Forecasting.

Financial Analysis 52

Financial Analysis Budgeting Forecasting 52

Spreadym

JUNE 27, 2023

FP&A is a process used by organizations to develop and manage their financial plans and make informed decisions based on financial analysis. It involves forecasting, budgeting, analyzing, and reporting financial information to support strategic planning and operational decision-making. annual or multi-year).

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Financial Analysis Budgeting 52

Cube Software

DECEMBER 21, 2022

Cube earned badges across critical FP&A disciplines, including Corporate Performance Management (CPM) , Financial Close , Financial Analysis , and Budgeting and Forecasting.

Financial Analysis 52

Financial Analysis Budgeting Forecasting Numbers 52

The Finance Weekly

OCTOBER 30, 2024

They offer a complete suite of features that help businesses forecast cash flows, handle short-term investments, and improve liquidity. Cash Flow Forecasting - These tools can analyze historical data and current transactions to help businesses predict future cash flow needs, ensuring liquidity and avoiding financial bottlenecks.

Cash Management 52

Cash Management Cash Flow Forecasting Reconciliations Forecasting 52

CFA Institute

JANUARY 12, 2020

Where will stock markets and interest rates be at year-end 2020?

Forecasting 52

Forecasting Marketing Performance Measuring Financial Analysis 52

Focus CFO

MAY 23, 2023

His diverse background encompasses budgeting, purchasing, forecasting, financial analysis, M&A, turnaround strategies, and growth initiatives. Greg has also demonstrated his proficiency in managing successful exits, 2nd generation hand-offs, bank relationships, and financing deals.

Problem Solving 52

Problem Solving Financial Analysis Leadership Budgeting 52

Cube Software

APRIL 4, 2023

Important to note: these badges were earned across multiple FP&A disciplines, including Corporate Performance Management (CPM) , Financial Close , Financial Analysis , and Budgeting and Forecasting.

Financial Analysis 52

Financial Analysis Budgeting Forecasting 52

Future CFO

DECEMBER 8, 2022

An EY study reveals that up to 70% of financial controllers and CFOs in Singapore found an increase in demand for financial analysis and forecasts as stakeholders are increasingly interested in including non-financial data for corporate reporting. Best practices.

Finance 98

Finance CFO Forecasting Leadership 98

CFO Leadership

OCTOBER 10, 2023

Scenario analysis may also leverage AI to model various scenarios to better understand potential consequences of different decisions and market changes. Generative AI a subset of AI that uses learning patterns and structures from existing data to generate original content, including text and images. over at least the next decade.

Financial Planning and Analysis (FP&A) 115

Financial Planning and Analysis (FP&A) Finance Compliance Forecasting 115

Centage

SEPTEMBER 11, 2023

Develop a plan to address the variances in your financial forecasting. It’s not enough to only use a budget vs actuals analysis only once or twice throughout the year. As you’re looking at your budget variance analysis, focus on the following types. Or did it develop from unforeseen events? Take Action.

Financial Planning and Analysis (FP&A) 105

Financial Planning and Analysis (FP&A) Budgeting Forecasting Performance Measuring 105

The Finance Weekly

AUGUST 5, 2023

Financial Planning and Analysis (FP&A) involve a range of activities, including planning, forecasting, budgeting, and analytical tasks, all of which are vital in providing essential support for a company's major business decisions and overall financial well-being.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Financial Analysis Forecasting Budgeting 52

Spreadym

MARCH 1, 2023

Special software for scenario forecasts in business The most convenient tool for scenario forecasting is complex business performance management software. Let’s revert to the practical side of the process and look how it works in companies. The only difficulty can be loading data from third-party sources into the system.

Budgeting 52

Budgeting Planning Forecasting Financial Analysis 52

Adam Kae

JANUARY 23, 2020

There are three main methods of financial analysis: horizontal, vertical, and ratio. Horizontal Analysis Investopedia describes this as comparing “data horizontally, by analyzing values of line items across two or more years.” ( Investopedia ). Compare your ratios over time, too.

Financial Analysis 52

Financial Analysis Finance Forecasting Numbers 52

CFO Plans

SEPTEMBER 24, 2024

This accuracy not only maintains financial integrity but also simplifies financial analysis and reporting, making it easier to track progress and plan for the future. Virtual CFOs excel in offering specialized cash flow management services , helping startups forecast cash needs, optimize cash flow, and avoid liquidity crises.

Startups 52

Startups CFO Financial Analysis Risk Management 52

Strategic Treasurer

FEBRUARY 7, 2022

Open Banking APIs Enhance Analysis Through Machine Learning-Powered Search. Host Craig Jeffery sits down with Joseph Drambarean, Chief Technology Officer at Trovata, to discuss how open banking APIs enhance financial analysis through machine learning-powered search. Subscribe to the Treasury Update Podcast on your favorite app!

Banking 52

Banking Treasury Cash Management Financial Analysis 52

Future CFO

MARCH 5, 2023

“Finance automation technology integrates machine learning and artificial intelligence for use in areas such as financial analysis, payroll administration, invoice automation, collections action, and preparing financial statements. The use of such automated software reduces the need for human intervention in these activities.”

Financial Planning and Analysis (FP&A) 98

Financial Planning and Analysis (FP&A) Finance Accounts Payable Financial Analysis 98

PYMNTS

JANUARY 18, 2019

.” Mastercard has also integrated its In Control solution with Strands’ Business Financial Management , a European solution co-developed by Mastercard and Strands to provide cash flow forecasting and financial analysis to small businesses.

Accounts Payable 55

Accounts Payable Cash Flow Forecasting Invoicing Financial Analysis 55

The Finance Weekly

APRIL 5, 2022

The impact of data driven financial analysis goes well beyond its traditional role of budgeting and forecasting, and has the potential to contribute greatly as a forward thinking department for real-time decision making. More accurate forecasting. The cooperation between IT and finance has never been more important.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Planning Forecasting Budgeting 52

Fpanda Club

JULY 24, 2022

From the FP&A standpoint, which may also lack that entrepreneurial perspective, the use of the traditional tools of financial analysis based on the discounted cash flows not only perfectly supports this kind of behavior, but also justifies it.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Profit and Loss Benchmarking Valuation 130

Focus CFO

DECEMBER 6, 2021

A fractional CFO is in the best position to do this because they have the overall organization in their view, which means they can tie in different areas of the business to create alignment around a strategic financial plan. Identifying Current Challenges.

Financial Planning and Analysis (FP&A) 92

Financial Planning and Analysis (FP&A) Strategic Planning CFO Communication 92

The Finance Weekly

AUGUST 6, 2024

Leverage AI-powered forecasting and what-if analysis to enhance the decision-making process. Users commend the flexible forecasting capabilities of Drivetrain which facilitated the creation of interconnected forecasts encompassing top-line revenue, expenses, balance sheets, and cash flow.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Forecasting Analyzing Data Financial Analysis 52

Onplan

JANUARY 19, 2022

CFOs have a lot to contribute to the C-suite strategic dialog, and they can also ground that discussion in the actual financial tradeoffs that different choices require. That’s why it’s so valuable to have a solid headcount forecasting framework. The CFO’s leadership can be considered critical in company guidance.

Communication 97

Communication Leadership Planning Financial Analysis 97